I am currently only in $IREN (+2,49 %) and $CIFR (+1,95 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+1,95 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,27 %)
$MSFT (-0,72 %)
$AMZN (-0,03 %)
$ORCL (+0,76 %)
$BABA (-2,32 %)

Neocloud: $NBIS (+2,16 %)
$IREN (+2,49 %)
$CRWV (+1,34 %)
$APLD (+2,02 %)
$GLXY (+3,19 %)
$WYFI (+2,44 %)

Memory: $SNDK (+1,62 %)
$STX (+1,15 %)
$MU (+1,47 %)
$WDC (+0,6 %)
$PSTG (+2,14 %)

Semiconductor: $NVDA (+0,02 %)
$AVGO (+0,38 %)
$AMD (+1,36 %)
$TSM (+1,12 %)
$ASML (+1,65 %)
$ARM (+0,55 %)
$KLAC (+0,57 %)
$INTC (+1,11 %)

Networking: $CIEN (+1,91 %)
$CLS (+1,66 %)
$CRDO
$RMBS (+1,46 %)
$ANET (+0,82 %)
$APH (+1,24 %)
$COHR (+1,51 %)

Servers: $VRT (+1,4 %)
$DELL (-0,14 %)
$HPE (+0,17 %)

Data: $INOD (+1,37 %)
$PLTR (+0,24 %)
$SNOW (+0,7 %)
$DDOG (-0,44 %)
$MDB (+0,52 %)

Energy: $LEU (+0,68 %)
$CEG
$OKLO
$TLNE
$GEV (+1,05 %)
$NXT

Batteries: $EOSE (+1,82 %)
$QS (+1,12 %)
$TSLA (+1,79 %)
$MVST (+0,11 %)

Every AI Value Chain explained:

15 Comentarios

Frank@schlimmschlimm

11Lun

I also (still) find Nebius totally exciting, and I had already sold it once at 40....*eye roll*.... should perhaps have gone back in on the dip at 83 last week?!

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profit_pilot_2521

@profit_pilot_2521

1Año·

KULR Technology (KULR) & Soluna: Partnership for sustainable Bitcoin mining

$KULR (-0,87 %)
$SLNH

KULR Technology Group (NYSE:KULR) and Soluna Holdings (NASDAQ:SLNH) start cooperation for 3.3 MW Bitcoin mining at Soluna's "Project Sophie" facility in Kentucky, launched in Q4 2025. KULR puts up to 90% excess cash reserves into Bitcoin, uses Soluna's green energy (wind, solar, water) for efficient mining. 💡 KULR's market cap: USD 205.84m, revenue growth: +35.81% (TTM), strong liquidity (current ratio 8.29). Q2 2025: First quarterly profit (EPS +0.22 USD vs. -0.02 USD expected), sales +14.29 % above forecast. New products: kBMS and CubeSat batteries for space/defense. 📈 Share price: ~ USD 5.08 (+1.49% today), analyst target: USD 11. Risks: BTC volatility, dilution. Bullish for investors willing to take risks! 🪙

https://de.investing.com/news/company-news/soluna-und-kulr-partnerschaft-fur-bitcoinmining-mit-erneuerbarer-energie-93CH-3178416

$KULR (-0,87 %) A company that I came across through @Multibagger I came across. Let's see what else comes along.

5 Comentarios

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Año

Okay, now I'm getting out🫣. In any case, this ensures that there will probably be no scaling for the core business, which is why I personally bought them into my portfolio. If a large part of the cash flows into BTC mining, there will be nothing left for the core business... I already have enough BTC miners (albeit with different transformation approaches regarding HPC/Cloud/KI) in Portfolio🤷🏼‍♂️. Well, so what, there will surely be an investment that fits better into the overall structure.

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